The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Financial Professionals Podcasts
Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and find ideas you can use in your work. This quote explains why: "There are thousands of years of history in which lots and lots of very smart people worked very hard and ran all types of experiments on how to create new businesses, invent new technology, new ways to manage etc. They ran these experiments throughout their entire lives. At some point, somebody put these lessons down in a book. For v ...
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This is the official podcast feed of the Society of Actuaries
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: [email protected]
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Financial Education and Entrepreneurship for Professionals
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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A show where questions on personal finance from Healthcare Professionals are never a taboo.
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Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
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The Financial Executives Edge is the official podcast of The Financial Executives Journal, powered by The FENG. Each episode features candid conversations with top-tier finance leaders, innovators, and thinkers shaping the future of corporate finance. From leadership insights to practical strategies for navigating change, we explore what's really driving today's financial decision-makers—and what's just noise. Hosted by real financial professionals, for real financial professionals. Follow u ...
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Financial Education and Entrepreneurship for Professionals
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
Genesis Wealth Planning
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Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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The Grind, hosted by business entrepreneur Eric James, is a talk show about local business professionals, entrepreneurs, politicians & people of interest, that chose to bet on themselves & embraced the daily hustle that we call the Grind. #TheGrind, channels the stories behind successful individuals by exploring their ideology of what it takes to manifest a successful business in an ever changing economic, pollical and social media environment.
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In this podcast series from the Institute of Chartered Accountants in England and Wales (ICAEW), a panel of guests dissect the latest headlines and provide expert analysis on the top stories from across the world of business, finance and accountancy
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Join Dr Dan, an Australian doctor who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing money experts, doctors turned entrepreneurs, and documenting his own journey to passive income.
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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
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Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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This Podcast is your go-to hub for buying, building, and scaling businesses—designed for entrepreneurs, professionals, and investors looking to escape the 9-to-5, gain financial freedom, and take control of their future through business acquisition.
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Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better reso ...
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The Money Scope is a weekly limited-run podcast about personal financial decision-making for Canadian professionals. The podcast follows a curriculum deliberately designed to make you a better, more thoughtful financial decision maker. It is hosted by Benjamin Felix - Portfolio Manager and Head of Research at PWL Capital, and Dr. Mark Soth - the Loonie Doctor. The moneyscope.ca site is peppered with photoshopped fun, and each episode page is deliberately designed to be a multi-media curricul ...
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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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We're arguing about agile so that you don't have to! We seek to prepare you to deal with real-life business agility challenges by demonstrating both sides of the real arguments you will encounter in your work and career. Arguing Agile is hosted by seasoned professionals who explore experience from their careers, share stories, and suggest advice to other professionals. We do these things while maintaining an unbiased position from any financial interest.
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Property People is a media brand featuring conversations with a wide variety of property professionals sharing ideas, experiences, problems, and solutions within the property industry. Are you a property professional with something interesting to share? Or maybe you'd like to sponsor an episode and get your business in front of our audience of property investors & developers?Drop us an email if you'd like to feature on the pod or sponsor an episode!Email: [email protected]
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Chris Brown shares tips and tricks regarding real estate, entrepreneurship and marketing.
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Most Canadian parents want to teach their kids about money—but don’t always know where to start. Financial professionals often talk over our heads. School often doesn’t cover finances. And parenting is already busy and overwhelming This podcast was created to meet parents where they are—with empathy, clarity, and no shame. It’s about learning together, one simple idea at a time.
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The official podcast of dr. Joeri Schasfoort, host of YouTube channel Money and Macro. Follow Money and Macro Talks for interviews with leading (macro) economists and financial professionals about monetary and macroeconomics.
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD, is a tattoo artist, entrepreneur and spiritual seeker offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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Welcome to our podcast, where two dedicated individuals—both fathers and professionals—share their journeys of self-improvement and growth.
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Professional Playbooks for Real Estate Investing | AWM Insights #233
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the world of real estate investing, breaking down the myths and realities of building wealth through property. They explore the pitfalls of single-family rentals, the power of diversification, and what it really means to take an instituti…
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Listener Question: "...IRAs that currently exceed $5M?"
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In this episode, Justin and Jared answer a listener's question from a 70½-year-old with over $5 million in IRAs who wants to manage their lifetime tax liability. They walk through the math of Required Minimum Distributions (RMDs) and compare and contrast using Roth conversions, qualified charitable distributions (QCDs), and donating appreciated sto…
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#278 - Dividend Investing with Mike Gibbs of Gibbs Capital Management
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Host Brad Wright is joined by Mike Gibbs, Managing Director and Lead Portfolio Manager at Gibbs Capital Management Mike is responsible for the Gibbs Portfolios offered by his group as well as the U.S. equity sector research and recommendations. He also serves on the Raymond James Investment Strategy Committee. Gibbs Capital Management is a division…
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The Five-Part Kickoff Meeting Framework Used by High-Performing Advisory Teams
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In this episode of Building the Billion Dollar Business, Ray Sclafani explores why New Year’s resolutions fail inside advisory firms and what high-performing advisory teams do differently when designing kickoff meetings. Drawing on behavioral research and real-world coaching experience, Ray explains that the early breakdown of resolutions is not a …
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How to Write and Publish a Book to Help Grow Your Business | Libby Gill (MU Classic)
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#739 Ever thought about writing a book to grow your brand or business? In this episode, host Brien Gearin sits down with Libby Gill — executive coach, author of You Unstuck, and former head of communications at Turner Broadcasting and Universal. Libby shares her journey from corporate leader to bestselling author, revealing how writing books helped…
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Is Social Media Distorting Your Child’s Wealth? Understanding Money Dysmorphia | David Delisle
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Is social media shaping how your child views money and making them feel like they never have enough? In this episode of The Great Canadian Piggy Bank, host Christi Rae explores money dysmorphia, a growing issue affecting kids and teens whose perception of wealth is distorted by constant online comparison. Joined by David Delisle, author of The Gold…
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Debunking 3 Ideas of "Conventional Wisdom"
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There’s no shortage of “rules of thumb” in personal finance. They sound simple, they sound authoritative, and you can find them almost everywhere. But the truth is that many of these long-standing bits of advice can lead you in the wrong direction if you follow them without thinking. What’s a good amount to withdraw from your savings? Which account…
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[SIE] 29, Mutual Fund Expenses and Disclosure
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The key differences betwe…
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A Big Inheritance: How to Successfully Pass Wealth (119)
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In this episode, I explain how inheritances go wrong and lay out a plan to keep wealth private, tax-smart, and protective. We compare wills and trusts, share real examples, and detail tools that shield heirs from probate, overspending, taxes, and outside claims. • Hidden risks of probate, cost, delay, and publicity • Living trusts for privacy, spee…
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Show Highlights Include: -Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms. -How CRM integrations with custodians can reduce errors and eliminate redundant work. -Why note-taking and meeting documentation are critical for client experience, continuity, and scale. -How long onboarding timelines quie…
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How General Counsel Can Leverage AI to Create More Value for Their Organizations
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I spoke with Eric Greenberg, the Executive Vice President and General Counsel of Cox Media Group, a multi-platform media company based in Atlanta. Eric was a finalist for Corporate Counsel magazine's General Counsel of the Year in 2024 and 2025 and is the author of an eight-part series on AI in Bloomberg Law. We discussed how general counsel can be…
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How Adam Haber Created a Platform to Help Small Businesses Compete With Amazon (MU Classic)
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#738 What does it take to build a business from the ground up that actually helps small businesses survive and thrive in a world dominated by Amazon? In this episode, host Kirsten Tyrrel sits down with serial entrepreneur Adam Haber, co-founder and CEO of Trellus, a same-day delivery platform designed to help local retailers compete with big-box gi…
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Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help yo…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The primary fee structu…
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First off — Happy New Year. To kick off the year, this week's episode of the Wealth Formula Podcast is a solo one from me. I spend the episode walking through my outlook for 2026 and sharing a few predictions for how I think this cycle is going to play out. Lately, I keep hearing the same question phrased in different ways. The economy feels tight,…
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Licensing Foreign Products in the US That No One Has Ever Seen, Building the Wall Printer Business Model, Creating Revenue Share for Employees, and Identifying Products With Potential l Paul Baron (MU ...
52:04
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#737 What if your next big business move came from discovering a product no one else has seen? In this episode hosted by Kirsten Tyrrel, we’re joined by longtime entrepreneur Paul Baron, founder of The Wall Printer. At 73 years old, Paul shares the lessons learned across decades of business ownership — starting in sales and evolving into launching …
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[SIE] 27, Mutual Funds - Structure and Pricing
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The definition of an op…
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Season 2 of The Great Canadian Piggy Bank gets practical. Christi Rae helps Canadian parents understand the money topics many families avoid — from estate planning and building credit, to RRSPs, TFSAs, and FHSAs. Through thoughtful conversations with trusted voices in Canadian personal finance, such as Rob Carrick, Preet Banerjee and Barry Choi, we…
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Death of Niche Sites and SEO, Common Mistakes in Site Flipping, YouTube Success, AI and What's Working Today | Ron Stefanski (MU Classic)
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#736 What happens when you spot a tech shift before everyone else? Ron Stefanski did just that! When ChatGPT hit the scene, Ron saw the writing on the wall and quickly sold his entire portfolio of niche websites — dodging the fallout that crushed others in his space. In this episode hosted by Kirsten Tyrrel, Ron shares his journey from corporate ma…
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Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
1:43:46
1:43:46
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Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA from Jim and Chris on their New Year’s resolution, and QLAC use for inherited IRAs. (11:00) A listener asks whether a spouse who will be collecting spousal benefits should ever delay claiming past full retirement …
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The core characteristics …
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New Year, New Goals: Is it Time for a Second Opinion on Your Plan?
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Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year's resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable be…
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In this special year-end episode of State of the Real Estate Market with Chris Brown, we recap the biggest housing trends of 2025 and look ahead to what buyers, sellers, and investors can expect in 2026. You’ll hear: A plain-English breakdown of 2025 sales, prices, inventory, and affordability Florida and local market insights from the front lines …
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Is It Possible to Build an Entire Brand in Just One Week Using AI? Find Out How | Mike Koenigs (MU Classic)
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#735 AI is radically changing how fast entrepreneurs can build authority and personal brands — and this episode is packed with actionable proof! Host Kirsten Tyrrel interviews Mike Koenigs, a serial entrepreneur, digital marketing pioneer, and creator of groundbreaking tools, who joins us to share how he's using AI to collapse the speed of trust, b…
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[SIE] 25, Bond Risks - Call, Inflation, and Liquidity
4:21
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The relationship between …
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Where to buy in 2026? Many investors have started buying in Darwin, a relatively affordable capital city in Australia. I share some recent purchases, rental yields, drivers for growth. Other episodes: Buying my first property at 23 years old Music Credit: Bass Nation. New episode every fortnight. Send in your questions to: passiveincomedoctors[AT]g…
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Ep 95 | From Estate Agents to Deal Sourcing Powerhouse | Hav & Reshma Interview
1:12:47
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What exactly is property deal sourcing, and why are so many investors using it to grow faster in today’s market? In this episode of Property People, Saam sits down with Reshma Thakore and Hav Singh to discuss how they transitioned from running a successful estate agency to building a nationwide deal sourcing platform. They explain what deal sourcin…
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How to Turn LinkedIn into a Lead Generating Machine for Your Business | Joe McKay (MU Classic)
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#734 Want to turn LinkedIn into your best business-building tool? In this episode hosted by Brien Gearin, we’re joined by Joe McKay, a LinkedIn expert and ghostwriter who helps online entrepreneurs scale their businesses from scratch using smart content strategies and authentic outreach. Joe shares how he transitioned from a government job in Austr…
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AA243 - How Corporate Turns Good People Bad: The Neuroscience of Power Corruption
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Does getting promoted literally rewire your brain to lose empathy? The science says YES. 🧠 In this research-backed episode of Arguing Agile, Product Manager Brian Orlando and Enterprise Business Agility Consultant Om Patel examine the unsettling neuroscience behind why your favorite coworker turned into a corporate tyrant after their last promotion…
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First-Time Homebuyer’s Guide to Buying a Home in 2026 | David Scibor - E38
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Michael and Brady invite top Charlotte real estate agent David Scibor to break down exactly how buyers can put their best offer forward in a competitive and constantly shifting market. From understanding market timing and pricing psychology to building certainty for sellers and avoiding costly first-time buyer mistakes, this conversation delivers a…
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Inaccuracies promoted about The Healthcare of Ontario Pension Plan (HOOPP)
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Since the Healthcare of Ontario Pension Plan (HOOPP) made itself available to incorporated physicians in Ontario, many experts and podcasters have discussed it in the public realm. I have heard many inaccuracies and my hope is to address them in this episode with the help of my friend and business colleague Mr. JP Laporte who is a pension lawyer. P…
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[SIE] 24, Bond Risks - Interest Rate and Credit
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- How interest rate changes…
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AI and what lies beyond the known path (2025 Rewind)
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While some investors are winning big by investing in companies enabling the use of artificial intelligence, like data centres, others are using this booming technology to analyse companies and those who run them. Robeco head of next gen research Mike Chen joins the Financial Standard podcast to discuss opportunities in AI that are off the beaten tr…
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"What Do You Really Want?" Leveraging Identity-Driven Business Growth | Cassie Shea
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#733 What if the biggest thing holding your business back isn’t strategy or execution — but the identity you’re operating from? In this episode, host Brien Gearin sits down with Cassie Shea, founder of The Possibility Investor, to unpack what it really means to iterate with your identity as a business owner. Cassie shares how her journey from runni…
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Chris’s Summary Jim and I review new MYGA variations and examine how insurers and product developers are marketing hybrid annuity designs using MYGA language. We walk through four examples from an April 2025 article—“Lockdown,” “Minimum Accumulation Guarantee,” “Extra Extra,” and the “End-of-Term Equity Kicker”—and explain why these products, despi…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The federal tax-exempt st…
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Behavioral Finance, Simplified: 5 Biases Advisors Must Use in Their Marketing
27:23
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In this episode of Financial Advisor's Marketing Playbook, host Mark Mersman breaks down five core behavioral biases—loss aversion, status quo bias, anchoring, choice overload, and social proof—and shows how each can be translated into clear, compliant marketing messages that resonate with real human decision-making. You'll learn how to reduce cogn…
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Behind the Numbers: A World Cup bump, an AI slump? 2026 predictions
31:28
31:28
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In the first episode of 2026, our usual team of soothsayers David Williamson, Frances Haque and Iain Wright review the events of the past 12 months, and look ahead to what we might expect in the coming year. Will 2026 be more of the same, or will there be some reasons to be cheerful? Could the AI bubble burst, or will it just deflate? And did our p…
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#277- Wicked Pissah Podcast Hosts Appear on FPA-Live with Ben Lewis
26:31
26:31
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Wicked Pissah Podcast Hosts Appear on FPA-Live Hosts Kathleen, Mike and Brad appear on FPA-Live with Ben Lewis. They discuss: -Creating and sustaining a podcast for more than 250 episodes -How having multiple hosts can be beneficial -The technology involved in recording and coordinating the podcast Websites: FPA: https://www.financialplanningassoci…
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How to Grow in 2026 Without Losing the Team That Got You Here
12:58
12:58
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As advisory firms close out a strong year and look ahead to 2026, many leaders are focused on hiring, capacity, and AI-driven efficiency. In this episode of Building the Billion Dollar Business, Ray Sclafani challenges leaders to pause and ask a more important question: How does growth actually feel to the people doing the work? Drawing on research…
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How to Run a Successful Dry Cleaning Business in 2026 | Ian Noble
48:58
48:58
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#732 What if one of the most overlooked “boring businesses” is actually one of the most scalable — and most AI-resistant — opportunities out there? In this episode, host Brien Gearin sits down with entrepreneur Ian Noble — founder of Run Steady Investments and former dry cleaning operator who spent 14 years growing, scaling, and ultimately selling …
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam.In this episode you will learn:- The difference betwe…
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It’s been another interesting year in the world of personal finance and macroeconomics. As we look ahead to 2026… well, who really knows what’s coming? I’ll be sharing my own take—and making a few predictions—in an upcoming episode. What’s hard to ignore is just how unusual this moment in history is. We’re coming off COVID. We went through a rapid …
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EP 43 | New Year’s Resolutions for Dads: The Weekly Reset System That Actually Sticks
1:20:58
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Send us a text New Year’s Resolutions for Dads don’t fail because dads are lazy — they fail because the plan is unrealistic. In this episode, "New Year’s Resolutions for Dads: The Weekly Reset System That Actually Sticks," we break down the simple framework that helps you stay consistent when motivation fades and life gets loud. If you’ve ever said…
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#408 How to Make a Few MORE Billion Dollars: Brad Jacobs
43:29
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In 2024 Brad Jacobs wrote the book How to Make a Few Billion Dollars. In the book Brad explains how he built 8 separate billion dollar companies and other lessons from his 40+ year career as an elite entrepreneur. In the two years since Brad has made a few MORE billion dollars and so the sequel to his first book is: How to Make a Few MORE Billion D…
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Join Ganiu Shefiu as he interviews Jola Fakoya, FSA, CERA, to discuss making an impact in actuarial leadership.
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Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
38:00
38:00
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Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consult…
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2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
37:44
37:44
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2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Somet…
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The Q4 2025 Ari Kaplan Advisors CEO Roundtable
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I was honored to feature these dynamic legal industry leaders for the Q4 2025 Ari Kaplan Advisors CEO Roundtable, focusing on the transformation of the profession in 2026: Chris Combs, LinkSquares Nnamdi Emelifeonwu, Definely Debbie Foster, Affinity Consulting Group Paulina Grnarova, DeepJudge Jennifer Hill, ThoughtRiver Mark Nastasi, CobbleStone S…
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